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CWA Asset Management Group’s Avantis US Large Cap Value ETF AVLV Stock Holding History

CWA Asset Management Group’s Portfolio AVLV Stock Details AVLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$729K Buy
7,993
+330
+4% +$29K 0.02% 440
2026
Q1 		$618K Hold
7,663
– – 0.02% 451
2025
Q4 		$581K Buy
7,663
+960
+14% +$70.6K 0.02% 437
2025
Q3 		$484K Buy
+6,703
New +$473K 0.02% 473

Other funds holding AVLV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
LFS
Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

CWA Asset Management Group's AVLV Position: Q2 2026 in Review

CWA Asset Management Group increased its Avantis US Large Cap Value ETF (AVLV) stake by 4.3% in Q2 2026, buying an estimated $29K and bringing the position to 7,993 shares worth $729K. The position accounts for 0.02% of the portfolio, ranked #440.

CWA Asset Management Group first reported a position in AVLV in Q3 2025 and has held it in 4 quarters since. 138 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

  • CWA Asset Management Group held 7,993 shares of Avantis US Large Cap Value ETF worth $729K as of Q2 2026.
  • CWA Asset Management Group bought 330 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $29K.
  • Avantis US Large Cap Value ETF made up 0.02% of CWA Asset Management Group's portfolio in Q2 2026, its #440 holding.
  • CWA Asset Management Group first reported a position in Avantis US Large Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 138 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.